This document is intended to be educational in nature and is not intended to be taken as a recommendation.
1 As part of the Principal RolloverPlus program, you have the option to receive educational help from us on how you are doing with your financial goals. By providing a dedicated counselor and/or the annual check-in feature, we are not providing investment advice, undertaking an investment advisory relationship with you or monitoring your IRA investments for you.
*You should consider the differences in investment options and risks, fees and expenses, tax implications, services and penalty-free withdrawals for your various options. There may be other factors to consider due to your specific needs and situation. You may wish to consult with your tax or legal advisor.
Financial professionals at 800-247-8000 ext. 2251 are sales representatives for the members of the Principal Financial Group. They do not represent, offer or compare products and services of other financial services organizations.
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
Insurance products and plan administrative services provided through Principal Life Insurance Co. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker-dealers. Principal Life, Principal Funds Distributor, Inc. and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options or products may not be available in all states or U.S. commonwealths.
Insurance and securities products are not insured by the Federal Deposit Insurance Corporation (FDIC), are not obligations or deposits of Principal Bank® nor guaranteed by Principal Bank® and involve risk of loss.
Principal, Principal and symbol design, and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.